Many families of wealth struggle with a fundamental question: Can our wealth be sustained across generations and have a positive impact on those who use it? This article has identified a series of best practices for the successful transfer of multi-generational wealth and believes that f
One of the most frequent “keep you awake at night” questions for wealth owners is how to raise responsible, motivated and independent next generation children? In this provocative webinar, Coventry Edwards-Pitt shares highlights from her recently released book “Raised Healthy, Wealthy and Wise”.
The vast majority of the wealthy actually come from middle-class or working-class backgrounds. When they find themselves in the wonderful but unfamiliar world of wealth like immigrants to a new land, the adjustment can be harder than expected.
Claire Costello – US Trust Bank of AmericaJim Coutre – The Philanthropic Initiative
Wednesday, January 22, 2014
In 2013, U.S. Trust partnered with The Philanthropic Initiative to conduct research on philanthropy discussions between professional advisors and their high net worth clients. The findings show significant disconnects between advisor approach and client expectations.
While every family is critically concerned about the well-being of their financial assets; the well being of their human capital—the future of their children and the health of the family--is uppermost in mind.
FOX research shows that a top concern for wealth owners, second only to preserving the value of assets, is helping children to become productive adults. Leadership and succession are also real concerns as baby boomers around the world prepare to retire.
Ann Dugan – Institute for Entrepreneurial Excellence
Wednesday, June 27, 2012
Where would we be without such remarkable and brilliant entrepreneurs like Benjamin Franklin, Henry Ford, and Steve Jobs? Many wealthy families promote, foster and achieve the cultivation of entrepreneurs in order to sustain family wealth across generations. But how do they do it?